Office Manager

• Oct 2020 - Present

Billing Manager

• Sep 2018 - Sep 2020

Office Manager

• Sep 2014 - Sep 2018

• Overall day to day office operations • Liaison with project managers/superintendents • Executive Administrative to President • Collection of timesheets, job coding, etc. for direct costs payroll entry • Accounts Payable; purchase orders, COI, lien waivers • Coordinate communication with managed IT services • Administrator of Microsoft 365 (email, passwords, etc) • Manage 22 Verizon business devices (cell phones and iPads) • Fleet management: maintain vehicle repair and maintenance logs • Maintain Lead Renovator firm and individual certifications • Office supply inventory management, equipment R&M, leases • HR: new employee packets, on-boarding • Benefit administration: PPO/HSA for Medical/Dental/Vision/Life • Special projects and company events • NC Notary Public, commissioned to 10/2019 Show less

Founder

• 2008 - Sep 2018

Right Fit 4 Life transforms individual dreams into business reality! Specialize in helping individuals start their businesses, either by one-on-one Life Coaching or through class-like seminars, webinars and e-books. Support personal dreams and mentor beginners to create a business from their personal passion by providing instruction and services to those who are looking to take it to the next level. • (CPC) Certified Professional Life Coach (specializing in "dream to reality" entrepreneurship) • Goal setting, motivation and advising individuals on start up preparation • QB Bookkeeping, tax prep, current PTIN • (RTRP) IRS Registered Tax Return Preparer • EIN/SS4 applications, annual reports • Merchant credit card and PayPal accounts • Back office process and procedures for A/R, A/P, Payroll (including PCI compliance) • File management and reorganization, audit preparation • HR, staffing and recruiting resources • Operating and HR policy manuals • Seminars and public speaking • Outreach and community involvement Show less

Customer Support Manager

• Dec 2011 - Dec 2013

• Manage day to day operations of customer service department • Generate standard operating procedures to include all product lines • Recruit, manage, perform evaluations, metrics for all CSR personnel • Establish technical, process training and indoctrination program • Assemble and report statistics, product trend, customer concerns • High level escalated customer issues, disputes, claims, BBB (A-) • Create and maintain first CS operation manuals • Assist in streamlining fulfillment and order management processes • Support Sales & Marketing with tech content and website blog • Assist in event planning, holidays, VIP visits, etc • Oversee inventory office supply management, petty cash Show less

Director of Office Administration/HR

• 2004 - 2008

• Report directly to CEO, COO, VP Finance • Responsible for daily office operations of PCI compliant office • Supervise Office Manager • HR: Recruiting process, new employee on-boarding • Payroll, Time Sheet Management and Benefit Administration • Payroll, Insurance, and 401K compliance audits • Personnel files, background checks, PTO requests • Create, update and implement office policies and procedures • Facility liaison, security management, parking assignment • QuickBooks: Accounts Receivable, Payable, Cash Receipts • Remote check scanner, CC Processing, ACH Processing • File Management, storage & destruction • Liaison for accountant, attorney, actuary • Company occasions, employee lunches and event planning • Notary – State of Connecticut Show less

Corporate Tax Analyst

• 2001 - 2004

• Report to Executive level Director of Tax • Maintain tax compliance calendar and tax organization charts • Electronic and physical archiving of returns and workpapers • Package 1065,1120 and multi-state tax returns. • Sales and Use Tax Reporting • Estimated Tax Payments on multiple entities • Liaison to other offices for income and payroll tax procedures • Confidential projects: IPO; Partner K-1’s, Data Compilation • T&E, travel arrangements • Coordinate meetings, phone conferencing and event planning Show less